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Disclosery

PFG Advisors: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PFG Advisors on IVV, newest first. How the timeline and the estimate are built.

PFG Advisors held 22,819 IVV shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,819 shares
    Change vs previous 13F -2,415 shares

    0.86% of the 13F portfolio, value $17,088,736.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,234 shares
    Change vs previous 13F -2,157 shares

    0.8% of the 13F portfolio, value $16,483,392.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,391 shares
    Change vs previous 13F +3,748 shares

    0.91% of the 13F portfolio, value $18,760,947.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,643 shares
    Change vs previous 13F +23,643 shares

    0.65% of the 13F portfolio, value $15,824,007.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -23,759 shares

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 23,759 shares
    Change vs previous 13F +276 shares

    0.75% of the 13F portfolio, value $13,350,404.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,483 shares
    Change vs previous 13F -1,480 shares

    0.85% of the 13F portfolio, value $13,823,945.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,963 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $14,399,085.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).